Arcadia Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Arcadia Investment Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,034	Closed	-$225K	–	330
2018 Q3	$225K	Hold	2,034	–	–	0.06%	113
2018 Q2	$207K	Hold	2,034	–	–	0.06%	117
2018 Q1	$206K	Hold	2,034	–	–	0.06%	116
2017 Q4	$208K	Hold	2,034	–	–	0.06%	120
2017 Q3	$193K	Hold	2,034	–	–	0.06%	122
2017 Q2	$188K	Buy	2,034 +851	+72%	+$78.1K	0.06%	124
2017 Q1	$106K	Hold	1,183	–	–	0.03%	153
2016 Q4	$101K	Hold	1,183	–	–	0.03%	153
2016 Q3	$99K	Hold	1,183	–	–	0.03%	145
2016 Q2	$98K	Buy	1,183 +686	+138%	+$56K	0.03%	145
2016 Q1	$40K	Hold	497	–	–	0.01%	180
2015 Q4	$39K	Buy	+497	New	+$38.8K	0.01%	180

Other funds holding VIG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return